Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBNYX (MFS NEW YORK MUNICIPAL BOND FUND B) | 1.44% | 7.22% | 3.24% | -0.26% | 1.16% | 2.18% | 2.42% | … | … |
Data as of 06/03/2026, Common starting date is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBNYX (MFS NEW YORK MUNICIPAL BOND FUND B) | 09/29/1993 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 7.22 | 3.24 | -0.26 | 1.16 | 2.18 | 2.42 | … | … | 1.44 | 2.24 | 2.43 | 6.45 | -12.92 | 2.21 | 3.03 | 6.83 | -0.08 | 4.78 | -0.42 | 2.85 | 10.16 | -6.99 | 7.87 | 8.50 | -0.17 | 16.06 | -7.61 | 2.46 | 3.64 | 2.28 | 2.35 | 4.11 | 9.36 | 2.98 | 11.12 | -4.03 | 4.76 | 9.20 | 1.76 | 15.82 | -7.36 | -0.13 |
| Sharpe Ratio | NA | 1.15 | 0.07 | -0.57 | -0.10 | NA | NA | … | … | 0.14 | -0.10 | -0.27 | 0.54 | -2.67 | 1.26 | 0.34 | 2.76 | -0.78 | 1.90 | -0.25 | 1.39 | 5.33 | -1.91 | 3.38 | 2.70 | -0.03 | 4.20 | -1.08 | -0.28 | 0.11 | 0.01 | 0.41 | 0.99 | 2.44 | 0.18 | 2.58 | -2.71 | 0.46 | 1.70 | -0.41 | 2.37 | -2.18 | -0.59 |
| Standard Deviation(%) | NA | 3.43 | 5.26 | 4.94 | 4.57 | NA | NA | … | … | 3.79 | 6.24 | 4.36 | 5.24 | 5.40 | 1.74 | 8.24 | 1.94 | 1.88 | 2.18 | 2.50 | 2.03 | 1.90 | 3.67 | 2.33 | 3.14 | 9.07 | 3.80 | 7.90 | 2.50 | 2.10 | 2.31 | 3.35 | 3.44 | 3.36 | 3.00 | 2.68 | 2.73 | 2.81 | 3.24 | 4.56 | 5.00 | 4.78 | 4.56 |
| Draw Down(%) | NA | 3.14 | 8.17 | 18.62 | 18.62 | NA | NA | … | … | 3.14 | 6.57 | 3.19 | 8.71 | 17.85 | 2.29 | 12.78 | 1.76 | 2.02 | 1.37 | 5.80 | 2.55 | 1.11 | 10.28 | 1.96 | 3.71 | 11.34 | 2.69 | 14.74 | 1.85 | 1.44 | 2.22 | 5.53 | 5.48 | 3.96 | 4.15 | 3.40 | 6.51 | 2.06 | 2.51 | 5.52 | 3.96 | 11.83 | 3.55 |
| Yield(%) | 0.00 | 2.68 | 2.69 | 2.07 | 2.19 | 2.55 | 2.78 | … | … | 0.93 | 2.75 | 2.69 | 2.72 | 1.71 | 1.41 | 1.81 | 2.21 | 2.71 | 2.89 | 2.69 | 2.71 | 2.96 | 2.80 | 2.99 | 3.37 | 3.22 | 3.91 | 4.14 | 4.02 | 4.01 | 4.00 | 3.09 | 3.86 | 4.17 | 4.23 | 4.60 | 4.12 | 4.22 | 4.35 | 4.19 | 4.70 | 4.30 | 1.35 |
Data as of 06/03/2026, Common starting date is 09/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBNYX (MFS NEW YORK MUNICIPAL BOND FUND B) |
-4.39%
Oct 2019 – Oct 2022 |
-1.31%
Oct 2017 – Oct 2022 |
0.25%
Oct 2012 – Oct 2022 |
1.64%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBNYX (MFS NEW YORK MUNICIPAL BOND FUND B) |
9.12%
Nov 1994 – Nov 1997 |
6.25%
Jan 2000 – Jan 2005 |
5.76%
Nov 1994 – Nov 2004 |
4.88%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart